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Disclosery

ETV EATON VANCE TAX-MANAGED BUY-

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COM (fund), issuer CIK 1322436

184 managers (186 13F filers) reported a position in ETV shares at 2025-06-30, 20,515,388 shares in all. 25 filers opened a position and 18 filers sold out during the quarter.

Managers
184
13F filers
186
New
25
Added
57
Reduced
50
Sold out
18
Shares held by filers
20,515,388

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,750,201$24.3M<0.01%-25,09713F-HRTimelineGroup
LPL Financial LLC1,737,482$24.1M0.01%+52,52313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,518,509$21.1M<0.01%+50,20813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,289,350$17.9M0.15%-8,90513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC984,979$13.7M<0.01%+3,27213F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.923,778$12.8M8.75%+106,55613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/773,562$10.7M<0.01%+47,13613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC629,276$8.73M0.16%+71,82513F-HRTimelineGroup
UBS Group AGin group UBS Group AG563,734$7.82M<0.01%-61,34913F-HRTimelineGroup
BALANCED WEALTH GROUP LLC558,514$7.7M3.34%+17,09213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.505,172$7.01M0.01%-8,37113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC442,827$6.14M0.02%-12,92413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN428,499$5.94M<0.01%+41,83613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA404,676$5.61M<0.01%+54,40513F-HR/ATimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC392,741$5.45M2.19%-3,17613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC356,885$4.94M<0.01%-49,34413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC310,736$4.31M0.01%+1,31313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC299,715$4.16M<0.01%-7,34913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources285,795$3.96M<0.01%-12,56113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP283,936$3.94M0.01%-11,49013F-HRTimelineGroup
Steward Partners Investment Advisory, L…277,332$3.85M0.03%+38,91713F-HRTimeline
Kingstone Capital Partners Texas, LLC245,669$3.41M2.22%-19,56213F-HR/ATimeline
Cambridge Investment Research Advisors,…238,321$3.31M0.01%-33,91813F-HRTimeline
Shaker Financial Services, LLC203,026$2.82M1.02%+129,40813F-HRTimeline
Karpus Management, Inc.176,120$2.44M0.08%-66,60413F-HRTimeline
Cornerstone Advisors, LLC165,152$2.29M0.08%-87,46713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC160,688$2.23M0.19%-33,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC158,822$2.2M<0.01%-1,14113F-HRTimelineGroup
SHARPEPOINT LLC158,330$2.2M2.26%+1,79013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.156,931$2.18M<0.01%-45,00013F-HRTimelineGroup
Private Advisor Group, LLC154,815$2.15M0.01%+2,71613F-HRTimeline
Outlook Wealth Advisors, LLC136,632$1.9M0.49%-2,49213F-HRTimeline
Beacon Pointe Advisors, LLC133,369$1.85M0.02%+10,37813F-HRTimeline
IEQ CAPITAL, LLC131,302$1.82M0.01%-31,67313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC114,235$1.58M0.36%+15,46513F-HRTimeline
WEDBUSH SECURITIES INC113,023$1.57M0.05%-2,24313F-HRTimeline
Mutual Advisors, LLC111,956$1.54M0.04%-12,48913F-HRTimeline
Texas Capital Bank Wealth Management Se…110,019$1.53M0.14%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…95,846$1.33M<0.01%+29,40213F-HR/ATimelineGroup
Cetera Investment Advisers93,655$1.3M<0.01%-8,56713F-HRTimeline
Cresset Asset Management, LLC85,315$1.18M0.01%+1,87113F-HR/ATimeline
Advisors Asset Management, Inc.84,237$1.17M0.02%-9,73913F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,207$1.13M<0.01%+9,38513F-HRTimelineGroup
Obermeyer Wealth Partners80,280$1.11M0.06%+5,00013F-HRTimeline
Meridian Wealth Management, LLC78,461$1.09M0.05%+7,10113F-HRTimeline
NewEdge Advisors, LLC72,005$999K0.01%+38,96713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,914$997K<0.01%+8,78613F-HRTimelineGroup
Curi Capital, LLC67,262$933K0.02%-3,49013F-HRTimeline
Janney Montgomery Scott LLC65,542$909K<0.01%+5213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,456$908K0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors58,766$815K0.02%013F-HRTimeline
HighTower Advisors, LLC57,737$801K<0.01%+8,43413F-HRTimeline
Farther Finance Advisors, LLC56,239$780K0.02%new13F-HRTimeline
Focus Financial Network, Inc.55,069$764K0.03%+2,10613F-HRTimeline
Wealth Alliance Advisory Group, LLC46,649$647K0.12%-39713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding46,542$646K+18,878Timeline
WCG Wealth Advisors LLC44,476$617K0.04%+16,07613F-HRTimeline
Creative Planningin group Creative Planning43,418$602K<0.01%-55913F-HRTimelineGroup
SteelPeak Wealth, LLC42,124$584K0.02%-2,31213F-HRTimeline
Summit Financial, LLC41,928$582K0.01%new13F-HRTimeline
STABLEFORD CAPITAL II LLC39,106$539K0.2%+2,80313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,037$528K<0.01%+20,67413F-HRTimelineGroup
WEALTH EFFECTS LLC37,219$516K0.19%-23513F-HRTimeline
Kovack Advisors, Inc.37,132$515K0.05%+26,86213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35,615$494K0.06%-2,64013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management33,771$468K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC33,229$461K0.05%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)32,815$455K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC32,692$453K0.02%+54413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,457$450K<0.01%-3,90613F-HRTimeline
&PARTNERS31,946$443K<0.01%+9,25113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,451$436K+13,700Timeline
HRT FINANCIAL LP30,629$424K<0.01%new13F-HRTimeline
Avory & Company, LLC30,308$420K0.26%013F-HRTimeline
Atria Wealth Solutions, Inc.29,590$410K0.01%+18,59013F-HRTimeline
LANARK FINANCIAL, INC.29,520$409K0.03%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,315$407K0.03%+54813F-HRTimelineGroup
IFG Advisory, LLC27,962$388K0.02%-5,82313F-HRTimeline
B. Riley Wealth Advisors, Inc.26,825$372K0.02%+46813F-HRTimeline
HBK Sorce Advisory LLC26,047$361K0.01%-10013F-HRTimeline
Everstar Asset Management, LLC25,960$360K0.22%-1,10013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO24,628$342K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC24,280$337K0.01%-4,39413F-HRTimeline
American Institute for Advanced Investm…22,670$335K0.24%-1,06913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC24,025$333K0.19%new13F-HRTimeline
Triumph Capital Management23,349$324K0.1%+85913F-HR/ATimeline
Belpointe Asset Management LLC21,045$292K0.01%-3,05313F-HRTimeline
Fortis Capital Advisors, LLC21,045$292K0.05%-3,05313F-HRTimeline
Investment Planning Advisors, Inc.20,925$290K0.1%-91,66613F-HRTimeline
COMMONS CAPITAL, LLC20,406$283K0.22%+16313F-HRTimeline
D.A. DAVIDSON & CO.20,079$279K<0.01%+2,08813F-HRTimeline
Prospera Financial Services Inc18,715$260K<0.01%+38113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,295$255K<0.01%+79913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP18,175$252K<0.01%013F-HR/ATimelineGroup
Sanctuary Advisors, LLC17,863$248K<0.01%013F-HRTimeline
Westend Capital Management, LLC17,855$248K0.08%+49713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,744$246K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,681$245K<0.01%-55113F-HRTimelineGroup
MGO ONE SEVEN LLC17,426$242K0.01%-3,04513F-HRTimeline
Summit Investment Advisory Services, LLC17,332$240K0.1%+38013F-HR/ATimeline
Cannon Advisors, Inc.17,321$240K0.19%+37813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,242$239K0.07%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,162$238K<0.01%013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,890$234K0.11%-45513F-HRTimelineGroup
Diversified Enterprises, LLC16,555$230K0.02%+6613F-HRTimeline
CENTAURUS FINANCIAL, INC.15,623$217K0.01%+3213F-HRTimeline
J.W. COLE ADVISORS, INC.14,927$207K<0.01%new13F-HRTimeline
HB Wealth Management, LLC14,600$203K<0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.14,521$201K0.16%+5913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,429$200K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,398$200K0.02%013F-HRTimeline
AlphaStar Capital Management, LLC14,314$199K0.01%013F-HRTimeline
Evolution Wealth Advisors, LLC14,163$196K0.03%new13F-HRTimeline
Worth Asset Management, LLC13,749$191K0.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,497$187K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC13,464$187K0.01%+14913F-HRTimeline
Burford Brothers, Inc.13,200$183K0.08%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,165$183K0.01%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,000$180K0.01%013F-HRTimelineGroup
Principle Wealth Partners LLC12,800$178K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,618$175K<0.01%new13F-HRTimelineGroup
Empower Advisory Group, LLC12,466$173K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC12,463$173K<0.01%+7413F-HRTimeline
Focused Wealth Management, Inc12,451$173K0.02%+24713F-HRTimeline
Robertson Stephens Wealth Management, L…12,378$172K0.01%013F-HRTimeline
Mill Creek Capital Advisors, LLC12,151$169K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC12,148$168K0.01%+1,00813F-HRTimeline
TWO SIGMA SECURITIES, LLC11,661$162K0.02%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,527$159K0.06%+32913F-HRTimeline
PINNACLE ASSOCIATES LTD11,219$156K<0.01%013F-HRTimeline
Kapstone Financial Advisors LLC11,185$155K0.08%013F-HRTimeline
COMERICA BANK10,902$151K<0.01%-33413F-HRTimeline
Clark Capital Management Group, Inc.10,395$144K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,270$142K0.02%-5,58413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,236$142K<0.01%+2413F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC10,213$142K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,209$142K0.01%+513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,150$141K0.01%+7013F-HRTimelineGroup
Allworth Financial LP10,000$139K<0.01%+9,60013F-HRTimeline
Parallel Advisors, LLC8,921$124K<0.01%+12113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,265$115K<0.01%-4,10413F-HRTimelineGroup
Kentucky Trust Co8,252$114K0.07%013F-HRTimeline
Olistico Wealth, LLC7,734$107K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC7,375$102K0.04%+67513F-HRTimeline
MONTAG A & ASSOCIATES INC6,900$95.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC6,420$89K0.02%013F-HRTimeline
Main Street Group, LTD6,156$85.4K0.03%-3,81113F-HRTimeline
Avion Wealth6,161$85K0.02%-1,40013F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,560$77.1K0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,127$71.1K0.01%013F-HRTimeline
MOTCO5,000$69K0.01%new13F-HRTimeline
IFP Advisors, Inc4,467$62K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,550$49.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,421$47.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,075$42.6K<0.01%013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$39.6K0.02%13F-HRTimeline
Global Retirement Partners, LLC2,841$39.4K<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.2,784$38.6K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.2,500$34.7K0.01%013F-HRTimeline
NFSG Corp2,363$32.8K0.01%new13F-HRTimeline
MAI Capital Management2,207$30.6K<0.01%013F-HRTimeline
Park Place Capital Corp2,003$27.6K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,820$25.2K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,446$20.1K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,297$18K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,250$17.3K<0.01%013F-HRTimeline
NewSquare Capital LLC1,234$17.1K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,000$13.9K<0.01%013F-HRTimeline
Blue Trust, Inc.1,000$13.9K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,000$13.9K<0.01%013F-HRTimeline
CoreFirst Bank & Trust937$13K0.01%new13F-HRTimeline
Fortitude Family Office, LLC793$11K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC630$9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO636$8.82K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC571$7.92K<0.01%-5,03113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management517$7.18K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC500$6.93K<0.01%-4,90013F-HRTimeline
Dunhill Financial, LLC395$5.49K<0.01%-113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC333$4.62K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC330$4.57K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…225$3.12K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$2.77K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners129$1.79K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.